MSCRM Blogger

Do you need the value of a lookup? I have written this bit of code to look a lookup value stored on another entity. Like finding the Customer lookup on an Incident (Case). Here is a bit of code that can lookup a lookup on any entity in CRM.

Need to reference an external javascript file to make functions available in change events and in an onload? Here’s how!

Recently on the Microsoft forums someone asked how to change the values of a picklist based on the yes no value of a boolean field. Just add this script to the OnChange event of the yes/no field.

In response to Peter Bergman’s post on the CRM forums, I traversed Microsoft’s code. I determined that the ApplyTemplate loads a specific page, and on that page, the ok button sets the information on the calling page. I melded the ApplyTemplate and ok methods together to create LoadTemplate provided below. With the right parameters, it will set the default template.

This blog entry contains some helpful information about removing special characters from a string using javascript. I was able to modify it to be just a few of code in an onchange event. Just rename new_name to the attribute your correcting.

if (crmForm.all.new_name.DataValue && crmForm.all.new_name.DataValue.length >0)
{
crmForm.all.new_name.DataValue = crmForm.all.new_name.DataValue.replace(/[^a-zA-Z 0-9]+/g,'');
}

In my previous post about hiding fields and tabs using roles, I outlined how use roles to hide fields, etc. Here is a modification of the method to hide sections by business unit.

Do you need to hide fields or tabs based on security roles. Here is an easy way to add the functionality to your CRM, use my code example.